| NorthStar Asset Management LLC /NJ/ | 2,194,162 | $2,224 |
| Rockefeller Capital Management L.P. | 553,823 | $49,600 |
| LPL Financial LLC | 266,415 | $23,860 |
| WELLS FARGO & COMPANY/MN | 246,388 | $22,066 |
| ASSETMARK, INC | 239,820 | $21,478 |
| JIM SAULNIER & ASSOCIATES, LLC | 191,963 | $17,192 |
| Foundations Investment Advisors, LLC | 179,907 | $16,112 |
| Ellenbecker Investment Group | 177,854 | $15,929 |
| Mesirow Financial Investment Management, Inc. | 154,902 | $13,873 |
| Cambridge Investment Research Advisors, Inc. | 151,751 | $14 |
| STIFEL FINANCIAL CORP | 148,595 | $13,308 |
| RAYMOND JAMES FINANCIAL INC | 140,830 | $12,613 |
| MORGAN STANLEY | 140,004 | $12,539 |
| Waverly Advisors, LLC | 134,439 | $12,040 |
| BANK OF AMERICA CORP /DE/ | 125,633 | $11,252 |
| LBMC INVESTMENT ADVISORS, LLC | 124,824 | $11,179 |
| PATTON ALBERTSON MILLER GROUP, LLC | 107,306 | $9,610 |
| Kestra Advisory Services, LLC | 103,451 | $9,265 |
| Thrivent Financial for Lutherans | 96,311 | $9 |
| CX Institutional | 94,420 | $8 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 92,254 | $8,262 |
| Western Wealth Management, LLC | 77,824 | $6,970 |
| Prosperity Consulting Group, LLC | 75,455 | $6,758 |
| Legacy Financial Group LLC | 75,053 | $6,889 |
| COMMONWEALTH EQUITY SERVICES, LLC | 72,298 | $6,475 |
| Align Financial, LLC | 69,728 | $70 |
| OSAIC HOLDINGS, INC. | 68,763 | $6,163 |
| Consilium Wealth Advisory, LLC | 67,580 | $6,052 |
| Cetera Investment Advisers | 63,713 | $5,706 |
| UNIQUE WEALTH, LLC | 63,439 | $5,682 |
| GeoWealth Management, LLC | 62,412 | $5,590 |
| Clearstead Advisors, LLC | 61,968 | $5,550 |
| Wealth Alliance | 61,130 | $5,475 |
| HARBOUR INVESTMENTS, INC. | 57,246 | $5,127 |
| Legacy Wealth Partners, LLC | 56,339 | $5,046 |
| JPMORGAN CHASE & CO | 52,025 | $4,659 |
| Fort Henry Capital, LLC | 48,036 | $4,302 |
| UBS Group AG | 47,001 | $4,209 |
| Weaver Consulting Group | 45,455 | $4,071 |
| RITHOLTZ WEALTH MANAGEMENT | 43,884 | $3,930 |
| SteelPeak Wealth, LLC | 42,774 | $3,831 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 42,169 | $3,837 |
| Mutual Advisors, LLC | 38,206 | $3,422 |
| Canal Capital Management, LLC | 36,399 | $3,260 |
| Westmount Partners, LLC | 36,360 | $3,256 |
| HANOVER ADVISORS INC | 36,181 | $3,240 |
| NewEdge Advisors, LLC | 36,045 | $3,228 |
| Farther Finance Advisors, LLC | 35,062 | $3,140 |
| Allworth Financial LP | 33,338 | $2,986 |
| ODonnell Financial Services, LLC | 31,434 | $2,815 |
| MARINO, STRAM & ASSOCIATES LLC | 30,946 | $2,772 |
| Cerity Partners LLC | 30,773 | $2,756 |
| RTD Financial Advisors, Inc. | 29,869 | $2,675 |
| ROYAL BANK OF CANADA | 28,926 | $2,590 |
| Archford Capital Strategies, LLC | 28,634 | $2,564 |
| Creative Planning | 28,541 | $2,556 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 28,503 | $2,553 |
| Perigon Wealth Management, LLC | 28,469 | $2,550 |
| Strategic Blueprint, LLC | 28,107 | $2,517 |
| Redhawk Wealth Advisors, Inc. | 27,624 | $2,474 |
| Wealth Forward, LLC | 26,038 | $2,332 |
| HFM Investment Advisors, LLC | 25,937 | $2,323 |
| Adviser Investments LLC | 25,691 | $2,301 |
| Somnio Financial Group, LLC | 25,537 | $2,287 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 24,710 | $2,213 |
| Strategic Advocates LLC | 24,508 | $2,207 |
| CAPTRUST FINANCIAL ADVISORS | 23,835 | $2,135 |
| Brookstone Capital Management | 23,622 | $2,116 |
| Dynamic Advisor Solutions LLC | 23,226 | $2,080 |
| Greystone Financial Group, LLC | 22,405 | $2,007 |
| Worth Asset Management, LLC | 21,413 | $1,918 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 21,402 | $1,917 |
| Corient Private Wealth LLC | 21,345 | $1,912 |
| Buttonwood Financial Group, LLC | 21,332 | $1,950 |
| Visionary Wealth Advisors | 21,162 | $1,895 |
| AMERIPRISE FINANCIAL INC | 20,342 | $1,822 |
| CAPITAL INSIGHT PARTNERS, LLC | 20,322 | $1,820 |
| Peregrine Asset Advisers, Inc. | 20,237 | $1,812 |
| Syverson Strege & Co | 20,088 | $1,799 |
| HighTower Advisors, LLC | 20,076 | $1,798 |
| Venturi Wealth Management, LLC | 19,310 | $1,729 |
| CGN Advisors LLC | 19,190 | $1,719 |
| Moss Adams Wealth Advisors LLC | 18,929 | $1,695 |
| TOBIAS FINANCIAL ADVISORS, INC. | 18,807 | $1,684 |
| Mariner, LLC | 18,213 | $1,631 |
| Equitable Holdings, Inc. | 16,634 | $1,490 |
| Private Advisor Group, LLC | 16,608 | $1,487 |
| Hobbs Group Advisors, LLC | 16,363 | $1,465 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 16,320 | $1,462 |
| OneDigital Investment Advisors LLC | 16,293 | $1,459 |
| Summit Wealth Partners, LLC | 16,251 | $1,455 |
| Tempus Wealth Planning, LLC | 16,069 | $1,439 |
| Waterloo Capital, L.P. | 15,657 | $1,402 |
| MOR Wealth Management, LLC | 15,494 | $1,388 |
| Sovereign Financial Group, Inc. | 15,446 | $1,383 |
| Advisory Services Network, LLC | 15,325 | $1,373 |
| Saxony Capital Management, LLC | 15,011 | $1,344 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 14,827 | $1,328 |
| Per Stirling Capital Management, LLC. | 14,742 | $1,320 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14,727 | $1,319 |
| 296 other institutions | 1,242,769 | $109,493 |